Ben Emons

Ben Emons, founder of Fed Watch Advisors and expert on central banks, joins Bloomberg Intelligence's Ira Jersey and Will Hoffman to discuss market implications following the recent FOMC meeting. They delve into how potential Trump policies may lead to heightened volatility in 2025. The conversation also covers the intricacies of interest rates and their effects on Treasuries, alongside currency hedging strategies amid liquidity concerns. Insights into the Fed's adjustments and the ripple effects on global markets offer a comprehensive financial outlook.

Ben Emons, Chief Investment Officer and founder of FedWatch Advisors, shares his insights on the recent U.S. court ruling that blocked numerous tariffs, igniting discussion on market reactions. He emphasizes the enduring strength of growth stocks, particularly in tech and semiconductors, while recommending diversification into undervalued sectors like financials. Additionally, Emons highlights international trade opportunities, spotlighting potential in markets like China and the ongoing impacts of global trade policies.

Ben Emons, the founder of FedWatch Advisors and an expert in financial trends, dives into the booming interest of institutional investors in crypto via ETFs. He discusses the favorable regulatory climate under the current administration and its potential to pave the way for more ETFs. Emons also examines the challenges for lesser-known cryptocurrencies in gaining traction with investors. Additionally, he shares insights on how Federal Reserve policies and market sentiment may shape the future of crypto investment.

Henrietta Treyz, head of economic policy at Veda Partners, and Ben Emons, founder of FedWatch Advisors, delve into how markets might be misinterpreting the upcoming election. They analyze sectors likely to benefit based on election outcomes. Nancy Tengler, CEO of Laffer Tengler Investments, argues mega-cap tech stocks still hold value in portfolios. James Fish from Piper Sandler highlights the top AI infrastructure picks, while Megan Casella reports on Georgia's pivotal role in the elections. Malcolm Etheridge and Doug Bonaparte share insights on investment strategies influenced by market fluctuations.

Joanie Bily, Division President at Employbridge and Chair of the American Staffing Association, shares insights on the September U.S. jobs report, highlighting significant job growth trends. Ben Emons, Chief Investment Officer at FedWatch Advisors, discusses the Federal Reserve's approach to economic data and its implications. Lee Klaskow, Senior Analyst, dives into the recent dockworkers' strike's impact on logistics. David Welch elaborates on the EU's hefty tariffs on Chinese electric vehicles, emphasizing international trade tensions.